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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,458 | $124,980-74.0% | $108,359-70.0% | $154,746-79.0% |
| Participation rate | 30.8% | 75.2%-44.4pp | 70.1%-39.4pp | 80.7%-49.9pp |
| Annual return | 16.87% | 45.00%-28.1pp | 36.89%-20.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $309 | $2,851-89.1% | $2,399-87.1% | $4,379-92.9% |
| Participant deferral / active EE | $1,425 | $4,743-70.0% | $4,137-65.6% | $6,730-78.8% |
| Admin fee / account holder | $2,220 | $11,502-80.7% | $9,741-77.2% | $14,365-84.5% |